Outcome driven consulting and research
through integrity, knowledge and discipline.

At Summit Retirement Partners, you and your plan participants come first. We tailor all our services to suit each client, because no two retirement plans are alike.  Our consultannts develop ideas that solve our clients’ most complex and pressing retirement plan design challenges. Below are just a few of the ways we can help you while acting as an acknowledged Co-Fiduciary to your plan.

PARTICIPANT OUTCOMES

Plan Design Assistance
QDIA Selection Assistance Investment Mapping
Participant Education
Participant Advice

  • Group

  • One-on-one 

Risk Based Models
Enrollment Meetings
Participant Communication

INVESTMENT RECOMMENDATIONS

Proprietary Research
Ongoing Due Diligence

  • In Person Meetings

  • Site Visits

  • Requests for Information

Investment Searches
Investment Policy Statement Review Investment Analytics/Scoring

  • Quantitative

  • Qualitative

INVESTMENT PLATFORM

Fee Benchmarking

Investment Availability

Model Portfolio Availability

  • Risk Based Models

  • Target Date Models

Participant Experience

  • Participant Advice

  • Participant Guidance

Client Experience

  • Responsiveness

  • Knowledge

  • Experience

  • Resources

© 2019 SUMMIT RETIREMENT PARTNERS, LLC

SUMMIT RETIREMENT PARTNERS

209 West Chatham Street
Apex, NC 27502

919.674.0595  Direct

888.400.5355 Facsimile

855.AIF.401K  Toll Free

summit.retirement@lpl.com

WE PROUDLY SUPPORT

Securities and  advisory services offered  through LPL  Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Investment products, services and fee-based advisory services are only available to residents of:

CA, DE, FL, GA, KY, MD, NC, NJ, NY, PA, & VA.